Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,217 | $197,594-45.2% | $177,822-39.1% | $158,931-31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.44% | 58.76%-16.3pp | 48.32%-5.9pp | 302.86%-260.4pp |
| Employer contribution / active EE | $2,961 | $6,697-55.8% | $5,918-50.0% | $4,761-37.8% |
| Participant deferral / active EE | $13,075 | $8,405+55.6% | $7,714+69.5% | $5,982+118.6% |
| Admin fee / account holder | $14 | $15,400-99.9% | $12,428-99.9% | $11,247-99.9% |